+3.9%
BA vs PLTU
+90.0%
-86.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -19.6% | +17.1% | -0.9% |
| 7D | -0.1% | -39.1% | +39.0% | +3.9% |
| 30D | -9.1% | -37.6% | +28.5% | -6.0% |
| 3M | -28.2% | -12.7% | -15.5% | -28.2% |
| 6M | -23.1% | +1.7% | -24.8% | -25.8% |
| YTD | -20.6% | -48.8% | +28.2% | -19.5% |
| 1Y | -12.7% | -56.2% | +43.4% | -10.8% |
| All | +3.9% | +90.0% | -86.1% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling